Winthrop Partners - WNY »

Carlyle Group shares owned by Winthrop Partners - WNY

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Winthrop Partners - WNY from 13F filings

Historical chart of Winthrop Partners - WNY investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Winthrop Partners - WNY consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carlyle Group by Winthrop Partners - WNY

Quarter filed Position value Share count Share price at filing
2025-12-31 $964k 16k 59.11

More positions owned by Winthrop Partners - WNY

Broadcom (AVGO)
Ishares Tr Core Msci Total (IXUS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Ibonds 27 Etf (IBDS)
Wal-Mart Stores (WMT)
Ishares Tr Ibonds Dec2026 (IBDR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Winthrop Partners - WNY

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
Massachusetts Financial Services
William Blair Investment Management
Alkeon Capital Management
Millennium Management
Robeco Investment Management
Geode Capital Management
Norges Bank Investment Management
Ariel Investments
Legal & General Group
Dimensional Fund Advisors

View all funds holding Carlyle Group